Leilani began her financial services career in insurance sales in 2008 then eventually transitioned towards comprehensive financial planning obtaining several degrees and credentials over the past several years. In 2019, she expanded her knowledge and expertise focusing on practice management while serving individuals, families, and business owners with personal financial planning & asset management needs.
In 2021, she decided to separate her services providing consulting services for other Financial Planning Professionals operating through L.M. Harwood, Inc. then providing Comprehensive Financial Planning, Asset Management, & Insurance Services through F.A.I.T.H. Driven Planning. In 2023 she launched F.A.I.T.H. Driven Insurance Services offering Life, Health, Disability, and Long Term Care Insurance. CA Insurance License #6009504.
Leilani is originally from Guam and currently resides in Orange County. She is a member of the Financial Planning Association in Orange County and enjoys supporting her community and local churches as well as working with students and young adults helping them discover their passions and encouraging them to live out their purpose.
CA Insurance License #0G08928
Kimberly Marques Bourne joined team in January 2023 as the firm’s Operations Manager. Her primary responsibilities are to help clients with any account administration needs as well as supporting the firm with back-office operations tasks and systems to ensure the business is running efficiently.
Kimberly graduated from San Diego State University in May 2016 with a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She has over seven years of experience as a Client Service and Operations Manager in the Financial Planning industry. She is also a Notary and Loan Signing Agent.
Kimberly is originally from Guam and currently resides in Riverside County. She enjoys spending quality time with her family and friends. On her free time, she enjoys fishing, pilates, and creating picture and video montages.
Troy started his financial journey when he joined the United States Air Force as a Financial Management Technician in 2017. He served as a Financial Services Technician, Resource Advisor, and Budget Analyst for 6 years. While in the Air Force, he served thousands of Air Force service members and their families and continues to have a passion in helping service members through financial planning.
In 2022, Troy earned is his Associate of Science degree in Business Administration and began his Financial Planning journey as an Operations Administrator intern whilst on the DoD Skill Bridge program at a registered investment advisory firm for six months. Troy was honorably discharged from the Air Force in January 2023 and concurrently joined F.A.I.T.H. Driven Planning as a Paraplanner.
Troy is originally from Guam and currently resides in San Diego County. He is a member of the Financial Planning Association in Orange County and enjoys helping others create better lives for themselves and their families. In his personal time, he enjoys playing music and working out.
Ariana joined the team in March 2023 to support the firm with its insurance services. With nearly 10 years of experience in the health and medical field, Ariana has helped countless clients with their healthcare needs.
She cares deeply about those she serves, bringing a high level of expertise and working diligently to find a plan that meets all of their concerns. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to work with her and the firm.
Originally from Santa Cruz, California, Ariana has been residing in Orange County for the last twelve years. She is newly married and enjoys spending time with her husband and family. You will often find them down at the beach, at sports games, or serving at their local church.
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Firm Disclosures: ADV 2A
Advisory services offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where F.A.I.T.H. Driven Planning and its representatives are properly licensed or exempt from licensure.
Insurance products offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services CA Insurance License #6009504.
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